Empower your salesforce with Epicor Mobile CRM, to manage the sales cycle from opportunity to order shipment—anytime, anywhere. Through our next-generation mobile application, you can:
• Create and update Leads, Customers, Contacts, Quotes, Orders and Shipments on the go
• Build activity-based workflows like call/email logging, notes, “To Do” lists, and appointments
• Access data related to sales activities including competitors, cases, projects, and order history.
• Convert a Sales Order from Opportunity/Quote
• Search Inventory to verify stock before creating a sales order
• Visualize customers and prospects on a map while in the designated area, and get travel directions to the selected location
Epicor Mobile CRM is compatible with Kinetic ERP 2021.2 (11.1.200) or later releases.
After the epicor kinetic update last week, this app will not load orders. It’s useless without it.
Inadequate quote Lookup
Jhershb
There is not a way to search for an opportunity/quote by quote number.
Leads are now displayed correctly on the map
An error message is shown when shipping a line that has no Warehouse and/or Bin
Error Parameter icDate is not found in the input object is no longer shown
It is possible to assign a competitor to an Opportunity with no error
To Do or an Appointment activity now are displayed correctly on the Activities
Version 2.0.2168
The developer, Epicor, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Location
Contact Info
Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
Epicor Software Corporation
Size
110 MB
Category
Business
Compatibility
Requires iOS 14.0 or later.
iPhone Requires iOS 14.0 or later.
iPad Requires iPadOS 14.0 or later.
iPod touch Requires iOS 14.0 or later.
Mac Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.